11.2. Understanding OfficeClip CRM

With OfficeClip CRM all contact information is available to every user of your organization. The administrator ensures information security by controlling the amount of information users have access to.

The following are important features of the CRM:

11.2.1. CRM Components

OfficeClip CRM can manage various entities:

  • Contacts

  • Accounts

  • Opportunities

  • Campaigns

  • Competitors

  • Invoices

This document explains details and usability of each of these components.